SVCP

Silicon Valley Capital Partners Portfolio holdings

AUM $958M
1-Year Est. Return 15.97%
This Quarter Est. Return
1 Year Est. Return
+15.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$727M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.81M
3
+$1.7M
4
USB icon
US Bancorp
USB
+$1.4M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$1.38M

Top Sells

1
+$1.46M
2
+$1.25M
3
+$1.24M
4
AAPL icon
Apple
AAPL
+$947K
5
NVDA icon
NVIDIA
NVDA
+$844K

Sector Composition

1 Technology 22.9%
2 Financials 7.74%
3 Communication Services 6.47%
4 Consumer Discretionary 5.14%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16.6K ﹤0.01%
2,021
+1,137
202
$16K ﹤0.01%
147
203
$15.9K ﹤0.01%
4
204
$15K ﹤0.01%
129
+1
205
$15K ﹤0.01%
71
206
$14.9K ﹤0.01%
100
207
$14.8K ﹤0.01%
5
208
$14.6K ﹤0.01%
165
+2
209
$14.6K ﹤0.01%
152
210
$14.4K ﹤0.01%
196
+1
211
$14.4K ﹤0.01%
149
212
$14.3K ﹤0.01%
1,348
+15
213
$13.7K ﹤0.01%
35
214
$13.6K ﹤0.01%
108
+1
215
$13.6K ﹤0.01%
227
+2
216
$13.4K ﹤0.01%
293
+3
217
$13.4K ﹤0.01%
119
+2
218
$13.4K ﹤0.01%
31
+1
219
$13.2K ﹤0.01%
112
220
$13.1K ﹤0.01%
143
+1
221
$12.7K ﹤0.01%
30
222
$12.7K ﹤0.01%
58
223
$12.4K ﹤0.01%
132
224
$12.3K ﹤0.01%
281
+2
225
$12.1K ﹤0.01%
238
+2
7 8
9
10 11